Top 6 resources for building your Life confidence

7. Top 6 resources for building your Life confidence

We asked our panel of experts for their top 6 tips and tricks for those advisers looking to build their ‘Life Confidence’ and become more active in the risk advice space. Here’s what they came up with:

01 Learn how to field underwrite and use pre-assessments

02 Don’t accept underwriting decisions at face value

03 Use risk research software

04 Tap into peer networks such as XY Adviser, or risk specific groups on LinkedIn and Facebook, or the many podcasts dedicated to life insurance advice

05 Sharpen your skills by making use of the training programs offered by insurers (e.g., Zurich _Zone)

06 Access claims statistics from APRA and insurers, understand them and use them

To provide value beyond advice to your clients, access next level adviser education with _ZONE.

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7. Top 6 resources for building your Life confidence

01

Learn how to field underwrite and use pre-assessments

02

Don’t accept underwriting decisions at face value

03

Use risk research software

04

Tap into peer networks such as XY Adviser, or risk specific groups on LinkedIn and Facebook, or the many podcasts dedicated to life insurance advice

05

Sharpen your skills by making use of the training programs offered by insurers (e.g., Zurich _Zone)

06

Access claims statistics from APRA and insurers, understand them and use them

To provide value beyond advice to your clients, access next level adviser education with _ZONE.

To provide value beyond advice to your clients, access next level adviser education with _ZONE.

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